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Wealthcare Advisory Partners’s iShares Biotechnology ETF IBB Stock Holding History

Wealthcare Advisory Partners’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.61M Sell
8,457
-453
-5% -$77.9K 0.03% 401
2026
Q1 		$1.5M Buy
8,910
+128
+1% +$21.9K 0.03% 414
2025
Q4 		$1.48M Sell
8,782
-31
-0.4% -$5.04K 0.03% 419
2025
Q3 		$1.27M Sell
8,813
-90
-1% -$12.3K 0.03% 440
2025
Q2 		$1.13M Sell
8,903
-1,748
-16% -$215K 0.03% 452
2025
Q1 		$1.36M Buy
10,651
+111
+1% +$15.1K 0.04% 377
2024
Q4 		$1.39M Sell
10,540
-521
-5% -$73.2K 0.04% 345
2024
Q3 		$1.61M Buy
11,061
+189
+2% +$27.3K 0.05% 311
2024
Q2 		$1.49M Buy
10,872
+28
+0.3% +$3.74K 0.05% 291
2024
Q1 		$1.49M Sell
10,844
-180
-2% -$24.6K 0.05% 283
2023
Q4 		$1.5M Sell
11,024
-104
-0.9% -$12.7K 0.06% 243
2023
Q3 		$1.36M Buy
11,128
+538
+5% +$68.4K 0.06% 231
2023
Q2 		$1.34M Buy
10,590
+164
+2% +$21.3K 0.06% 239
2023
Q1 		$1.35M Buy
10,426
+34
+0.3% +$4.45K 0.06% 240
2022
Q4 		$1.36M Sell
10,392
-278
-3% -$35.9K 0.07% 222
2022
Q3 		$1.25M Buy
10,670
+1,797
+20% +$223K 0.07% 203
2022
Q2 		$1.04M Sell
8,873
-41
-0.5% -$4.87K 0.06% 199
2022
Q1 		$1.16M Buy
8,914
+140
+2% +$18.2K 0.07% 168
2021
Q4 		$1.34M Buy
8,774
+265
+3% +$41K 0.08% 155
2021
Q3 		$1.38M Sell
8,509
-129
-1% -$21.7K 0.09% 144
2021
Q2 		$1.41M Buy
8,638
+237
+3% +$36.5K 0.09% 142
2021
Q1 		$1.26M Sell
8,401
-1,489
-15% -$237K 0.09% 139
2020
Q4 		$1.5M Buy
9,890
+1,173
+13% +$168K 0.13% 94
2020
Q3 		$1.18M Buy
8,717
+906
+12% +$123K 0.13% 101
2020
Q2 		$1.07M Buy
7,811
+2,452
+46% +$313K 0.13% 98
2020
Q1 		$577K Buy
5,359
+2,760
+106% +$318K 0.08% 135
2019
Q4 		$313K Buy
2,599
+151
+6% +$16.8K 0.04% 233
2019
Q3 		$244K Sell
2,448
-12
-0.5% -$1.26K 0.04% 238
2019
Q2 		$268K Buy
2,460
+800
+48% +$85.1K 0.04% 221
2019
Q1 		$186K Hold
1,660
– – 0.03% 249
2018
Q4 		$160K Sell
1,660
-114
-6% -$12.1K 0.03% 238
2018
Q3 		$216K Sell
1,774
-14
-0.8% -$1.65K 0.04% 207
2018
Q2 		$196K Buy
1,788
+1,514
+553% +$162K 0.04% 215
2018
Q1 		$29K Buy
274
+121
+79% +$13.4K 0.01% 512
2017
Q4 		$17K Sell
153
-18
-11% -$1.92K ﹤0.01% 571
2017
Q3 		$19K Buy
+171
New +$18.3K 0.01% 439
2017
Q1 		– Sell
-84
Closed -$7K – 122
2016
Q4 		$7K Buy
+84
New +$7.64K ﹤0.01% 90

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's IBB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Biotechnology ETF (IBB) stake by 5.1% in Q2 2026, selling an estimated $77.9K and leaving 8,457 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #401.

Wealthcare Advisory Partners first reported a position in IBB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.61M in Q3 2024. 201 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Wealthcare Advisory Partners held 8,457 shares of iShares Biotechnology ETF worth $1.61M as of Q2 2026.
  • Wealthcare Advisory Partners sold 453 iShares Biotechnology ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Biotechnology ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #401 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 37 quarters since.
  • Wealthcare Advisory Partners's iShares Biotechnology ETF position peaked at $1.61M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.